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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,234 |
GUIDED CHOICE4 years Filed as: GUIDED CAPITAL WEALTH MANAGEMENT LL Service code 27 24 GREENWAY PLAZA STE 1203 · HOUSTON, TX 77046 | Advisory (Plan) | $123,985 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,599 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,789 | $241,850-87.3% | $102,437-69.9% | $200,096-84.6% |
| Participation rate | 85.0% | 78.3%+6.6pp | 74.5%+10.5pp | 72.0%+13.0pp |
| Annual return | 26.03% | 17.67%+8.4pp | 24.95%+1.1pp | 34.26%-8.2pp |
| Employer contribution / active EE | $3,477 | $4,253-18.2% | $3,871-10.2% | $3,038+14.5% |
| Participant deferral / active EE | $5,941 | $3,961+50.0% | $5,060+17.4% | $5,090+16.7% |
| Admin fee / account holder | $171 | $288-40.6% | $8,388-98.0% | $269-36.4% |